CMA
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Cedar Mountain Advisors’s Markel Group MKL Stock Holding History

Cedar Mountain Advisors’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.3K Hold
14
– – ﹤0.01% 271
2026
Q1 		$26.8K Buy
14
+1
+8% +$2.03K 0.01% 241
2025
Q4 		$27.9K Hold
13
– – 0.01% 158
2025
Q3 		$24.8K Buy
13
+5
+63% +$9.8K ﹤0.01% 167
2025
Q2 		$16K Hold
8
– – ﹤0.01% 181
2025
Q1 		$15K Hold
8
– – ﹤0.01% 173
2024
Q4 		$13.8K Buy
8
+1
+14% +$1.66K ﹤0.01% 187
2024
Q3 		$11K Hold
7
– – ﹤0.01% 194
2024
Q2 		$11K Hold
7
– – ﹤0.01% 184
2024
Q1 		$10.7K Hold
7
– – ﹤0.01% 183
2023
Q4 		$9.94K Hold
7
– – ﹤0.01% 182
2023
Q3 		$10.3K Hold
7
– – ﹤0.01% 174
2023
Q2 		$9.68K Hold
7
– – ﹤0.01% 169
2023
Q1 		$8.94K Hold
7
– – ﹤0.01% 173
2022
Q4 		$9.22K Buy
+7
New +$8.66K ﹤0.01% 165

Other funds holding MKL

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Cedar Mountain Advisors's MKL Position: Q2 2026 in Review

Cedar Mountain Advisors held its Markel Group (MKL) position steady in Q2 2026 at 14 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Cedar Mountain Advisors first reported a position in MKL in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.9K in Q4 2025. 117 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Cedar Mountain Advisors held 14 shares of Markel Group worth $27.3K as of Q2 2026.
  • Cedar Mountain Advisors left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #271 holding.
  • Cedar Mountain Advisors first reported a position in Markel Group in Q4 2022 and has held it in 15 quarters since.
  • Cedar Mountain Advisors's Markel Group position peaked at $27.9K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.